INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 232 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,298,010 | +3.8% | 156,601 | +3.3% | 1.06% | -2.6% |
| Q1 2024 | $3,177,493 | +9.7% | 151,526 | +9.2% | 1.09% | -3.3% |
| Q4 2023 | $2,897,055 | -1.7% | 138,715 | -2.8% | 1.13% | -17.7% |
| Q3 2023 | $2,948,340 | +2.9% | 142,639 | +2.4% | 1.37% | -3.0% |
| Q2 2023 | $2,865,701 | -0.0% | 139,315 | +0.1% | 1.42% | -11.8% |
| Q1 2023 | $2,865,955 | -5.6% | 139,192 | -6.1% | 1.60% | -11.7% |
| Q4 2022 | $3,036,047 | -9.0% | 148,208 | -9.4% | 1.82% | -12.1% |
| Q3 2022 | $3,336,000 | +4.2% | 163,604 | +6.0% | 2.07% | +6.7% |
| Q2 2022 | $3,200,000 | +15.3% | 154,295 | +17.1% | 1.94% | +27.7% |
| Q1 2022 | $2,776,000 | +7.1% | 131,767 | +11.0% | 1.52% | -5.4% |
| Q4 2021 | $2,592,000 | +3.8% | 118,736 | +5.1% | 1.60% | -19.8% |
| Q3 2021 | $2,497,000 | +3.7% | 112,946 | +4.1% | 2.00% | +2.9% |
| Q2 2021 | $2,407,000 | +133.2% | 108,457 | +135.3% | 1.94% | +96.5% |
| Q4 2020 | $1,032,000 | – | 46,096 | – | 0.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |